FREL FIDELITY COVINGTON TRUST

Ownership history in Sachetta, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Sachetta, LLC reported a position in FIDELITY COVINGTON TRUST (FREL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.04% (2025 Q4)
Avg. % of fund
0.72%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 70,468 +3,157 +4.7% 1.04% $1.9M $26.65
2025 Q3 REDUCED 67,311 -1,351 -2.0% 0.70% $1.9M $27.34
2025 Q2 ADDED 68,662 +34 +0.0% 0.73% $1.9M $26.37
2025 Q1 ADDED 68,628 +3,125 +4.8% 0.77% $1.9M $26.52
2024 Q4 ADDED 65,503 +4,175 +6.8% 0.70% $1.8M $25.85
2024 Q3 ADDED 61,328 +3,241 +5.6% 0.72% $1.8M $27.96
2024 Q2 ADDED 58,087 +13,100 +29.1% 0.69% $1.6M $23.86
2024 Q1 UNCHANGED 44,987 0% 0.57% $1.2M $24.33
2023 Q4 INITIATED 44,987 0.57% $1.2M
% of Fund (quarterly)    FREL price (monthly, adj. close)
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